Lam Research Corp
LRCX- Exchange
- Nasdaq
- Industry
- Special Industry Machinery, NEC
- SEC CIK
- 0000707549
In the last 90 days, Lam Research Corp insiders filed 0 open-market purchases and 7 sales; 3,143 institutions reported holding it in 13F filings for Q2 2026, worth $463.5B in total; 6 superinvestors hold it, including Coatue Management and Tiger Global Management.
13F holders, Q1 2025
Institutional positions in Lam Research Corp as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,802
- +130 vs. Q4 2024
- Shares held
- 1.04B
- +17.7M (+1.7%) vs. Q4 2024
- Total value
- $75.8B
- +$1.52B (+2.1%) vs. Q4 2024
- New holders
- 270
- 741 more added
- Sold out
- 140
- 549 more reduced
24 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LRCX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,143 | $463.5B |
| Q1 2026 | 2,652 | $221.3B |
| Q4 2025 | 2,396 | $183.9B |
| Q3 2025 | 2,111 | $136.5B |
| Q2 2025 | 1,883 | $102.7B |
| Q1 2025 | 1,802 | $75.8B |
| Q4 2024 | 1,696 | $74.9B |
| Q3 2024 | 1,469 | $80.1B |
| Q2 2024 | 1,793 | $116.5B |
| Q1 2024 | 1,732 | $107.0B |
| Q4 2023 | 1,632 | $87.0B |
| Q3 2023 | 1,451 | $69.7B |
| Q2 2023 | 1,434 | $72.7B |
| Q1 2023 | 1,366 | $60.5B |
| Q4 2022 | 1,347 | $47.5B |
| Q3 2022 | 1,273 | $41.6B |
| Q2 2022 | 1,310 | $47.9B |
| Q1 2022 | 1,391 | $60.4B |
| Q4 2021 | 1,461 | $82.9B |
| Q3 2021 | 1,301 | $65.8B |
| Q2 2021 | 1,315 | $76.3B |
| Q1 2021 | 1,262 | $70.8B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Lam Research Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 454,924 | $33.1M | 0.09% | −33,138−6.8% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 454,751 | $33.1M | 1.34% | +1000.0% | Added |
| Mercer Global Advisors Inc | 452,764 | $32.9M | 0.08% | +34,312+8.2% | Added |
| QRG Capital Management, Inc. | 449,384 | $32.7M | 0.34% | +19,341+4.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 447,106 | $32.5M | 0.55% | +4,456+1.0% | Added |
| Commonwealth Equity Services, LLC | 446,583 | $32.5M | 0.05% | −40,852−8.4% | Reduced |
| Nicholas Company, Inc. | 442,540 | $32.2M | 0.56% | −100.0% | Reduced |
| Colony Group, LLC | 442,143 | $32.1M | 0.08% | −370,312−45.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 441,815 | $32.1M | 0.19% | +26,545+6.4% | Added |
| Nissay Asset Management Corp | 440,669 | $32.0M | 0.21% | +19,802+4.7% | Added |
| State of New Jersey Common Pension Fund D | 440,313 | $32.0M | 0.14% | −36,908−7.7% | Reduced |
| US Bancorp | 437,832 | $31.8M | 0.04% | +1,803+0.4% | Added |
| Capital Fund Management S.A. | 435,006 | $31.6M | 0.40% | −777,299−64.1% | Reduced |
| Cerity Partners LLC | 430,948 | $31.3M | 0.06% | +99,778+30.1% | Added |
| NewEdge Wealth, LLC | 429,235 | $31.2M | 0.57% | +6,859+1.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 427,926 | $31.1M | 0.19% | −8,816−2.0% | Reduced |
| Qube Research & Technologies Ltd | 425,921 | $31.0M | 0.05% | −1,516,955−78.1% | Reduced |
| Nisa Investment Advisors, LLC | 417,020 | $30.4M | 0.15% | −9,944−2.3% | Reduced |
| CIBC Asset Management Inc | 416,170 | $30.3M | 0.10% | +1,658+0.4% | Added |
| British Columbia Investment Management Corp | 415,242 | $30.2M | 0.19% | −66,445−13.8% | Reduced |
| Swiss Life Asset Management Ltd | 406,455 | $29.5M | 0.21% | +7,303+1.8% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 403,000 | $29.3M | 0.45% | −15,000−3.6% | Reduced |
| Forsta Ap-Fonden | 398,800 | $29.0M | 0.22% | −13,200−3.2% | Reduced |
| Corebridge Financial, Inc. | 398,454 | $29.0M | 0.17% | −14,619−3.5% | Reduced |
| Truist Financial Corp | 393,839 | $28.6M | 0.05% | −36,337−8.4% | Reduced |
| MetLife Investment Management | 389,416 | $28.3M | 0.15% | −7,802−2.0% | Reduced |
| Arizona State Retirement System | 377,533 | $27.4M | 0.17% | +377,533 | New |
| State of Michigan Retirement System | 376,400 | $27.4M | 0.16% | −1,000−0.3% | Reduced |
| Maplelane Capital, LLC | 371,000 | $27.0M | 2.51% | +371,000 | New |
| Assetmark, Inc | 368,643 | $26.8M | 0.07% | +20,928+6.0% | Added |
| Walleye Capital LLC | 363,347 | $26.4M | 0.29% | −166,293−31.4% | Reduced |
| Harbor Island Capital LLC | 355,120 | $25.8M | 12.79% | −5,780−1.6% | Reduced |
| DJE Kapital AG | 361,385 | $25.7M | 0.76% | +166,183+85.1% | Added |
| Cetera Investment Advisers | 353,592 | $25.7M | 0.05% | +25,348+7.7% | Added |
| Quantinno Capital Management LP | 350,972 | $25.5M | 0.17% | +185,260+111.8% | Added |
| Xponance, Inc. | 347,027 | $25.2M | 0.24% | +24,055+7.4% | Added |
| Vontobel Holding Ltd. | 339,965 | $24.7M | 0.09% | −17,048−4.8% | Reduced |
| Crestwood Advisors Group LLC | 339,568 | $24.7M | 0.47% | +11,873+3.6% | Added |
| Calamos Advisors LLC | 335,424 | $24.4M | 0.12% | +2,457+0.7% | Added |
| Artemis Investment Management LLP | 331,594 | $24.1M | 0.37% | +182,287+122.1% | Added |
| Twin Tree Management, LP | 327,687 | $23.8M | 0.52% | +260,736+389.4% | Added |
| Neville Rodie & Shaw Inc | 322,692 | $23.5M | 1.84% | −27,100−7.7% | Reduced |
| Generate Investment Management Ltd | 315,485 | $22.9M | 1.61% | +315,485 | New |
| Squarepoint Ops LLC | 312,631 | $22.7M | 0.06% | −951,084−75.3% | Reduced |
| Virginia Retirement Systems Et Al | 306,620 | $22.3M | 0.17% | +306,620 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 306,560 | $22.3M | 0.27% | +26,400+9.4% | Added |
| Tudor Investment Corp Et Al | 304,505 | $22.1M | 0.20% | +106,040+53.4% | Added |
| D. E. Shaw & Co., Inc. | 300,896 | $21.9M | 0.03% | −3,224,542−91.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 300,193 | $21.8M | 0.04% | +36,825+14.0% | Added |
| Braun Stacey Associates Inc | 299,548 | $21.8M | 0.89% | −487−0.2% | Reduced |
| Summit Street Capital Management, LLC | 297,643 | $21.6M | 3.60% | +13,383+4.7% | Added |
| Distillate Capital Partners LLC | 295,137 | $21.5M | 1.10% | +295,137 | New |
| Czech National Bank | 294,837 | $21.4M | 0.20% | +15,858+5.7% | Added |
| McGuire Investment Group, LLC | 294,481 | $21.4M | 3.18% | −70.0% | Reduced |
| Burney Co | 293,878 | $21.4M | 0.78% | +113,240+62.7% | Added |
| Williams Jones Wealth Management, LLC. | 293,770 | $21.4M | 0.27% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 293,557 | $21.3M | 0.13% | +19,969+7.3% | Added |
| Daiwa Securities Group Inc. | 290,614 | $21.1M | 0.09% | −5,101−1.7% | Reduced |
| Adams Diversified Equity Fund, Inc. | 283,900 | $20.6M | 0.82% | 00.0% | Unchanged |
| Credit Agricole S A | 282,475 | $20.5M | 0.08% | −671,851−70.4% | Reduced |
| Empire Life Investments Inc. | 282,241 | $20.5M | 1.34% | −303−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 280,426 | $20.4M | 0.10% | +82,853+41.9% | Added |
| Cincinnati Financial Corp | 277,240 | $20.2M | 0.45% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 275,846 | $20.1M | 0.08% | −2,733−1.0% | Reduced |
| Lido Advisors, LLC | 274,490 | $20.0M | 0.12% | +4,914+1.8% | Added |
| Amalgamated Bank | 272,613 | $19.8M | 0.17% | +6,274+2.4% | Added |
| Summit Partners Public Asset Management, LLC | 272,000 | $19.8M | 0.95% | +272,000 | New |
| Moneta Group Investment Advisors LLC | 268,894 | $19.5M | 0.27% | −3,381−1.2% | Reduced |
| Pathstone Holdings, LLC | 268,270 | $19.5M | 0.08% | +173,486+183.0% | Added |
| Wealth Architects, LLC | 264,323 | $19.2M | 2.12% | −458−0.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 262,958 | $19.1M | 1.11% | −2,901−1.1% | Reduced |
| SummitTX Capital, L.P. | 256,749 | $18.7M | 0.82% | +256,749 | New |
| Two Sigma Investments, LP | 256,659 | $18.7M | 0.04% | −2,552,367−90.9% | Reduced |
| UniSuper Management Pty Ltd | 256,516 | $18.6M | 0.14% | +10,400+4.2% | Added |
| Four Tree Island Advisory LLC | 255,366 | $18.6M | 13.04% | +11,217+4.6% | Added |
| Varma Mutual Pension Insurance Co | 254,330 | $18.5M | 0.16% | −20,400−7.4% | Reduced |
| Phoenix Holdings Ltd. | 251,477 | $18.3M | 0.28% | +234,574+1,387.8% | Added |
| Huntington National Bank | 252,167 | $18.3M | 0.13% | −42,595−14.5% | Reduced |
| Davidson Kempner Capital Management LP | 250,000 | $18.2M | 0.26% | +250,000 | New |
| Capco Asset Management, LLC | 249,798 | $18.2M | 4.30% | −6,229−2.4% | Reduced |
| IFM Investors Pty Ltd | 249,050 | $18.1M | 0.20% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 248,765 | $18.1M | 0.04% | +23,578+10.5% | Added |
| GF Fund Management Co. Ltd. | 248,293 | $18.1M | 0.42% | +4,437+1.8% | Added |
| Comerica Bank | 248,159 | $18.0M | 0.08% | +248,159 | New |
| Penserra Capital Management LLC | 245,250 | $17.8M | 0.32% | +60,344+32.6% | Added |
| Foster Victor Wealth Advisors, LLC | 259,569 | $17.5M | 1.41% | +14,678+6.0% | Added |
| Advisor Group Holdings, Inc. | 239,311 | $17.4M | 0.04% | −3,221−1.3% | Reduced |
| Ci Investments Inc. | 239,223 | $17.4M | 0.07% | −53,779−18.4% | Reduced |
| Macquarie Group Ltd | 238,692 | $17.4M | 0.02% | +58,502+32.5% | Added |
| Transform Wealth, LLC | 237,423 | $17.3M | 1.05% | −911−0.4% | Reduced |
| Gradient Investments LLC | 234,025 | $17.0M | 0.34% | +16,468+7.6% | Added |
| Allspring Global Investments Holdings, LLC | 227,684 | $16.6M | 0.03% | −15,818−6.5% | Reduced |
| Lazard Asset Management LLC | 227,226 | $16.5M | 0.03% | +39,832+21.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 227,046 | $16.5M | 0.06% | +51,281+29.2% | Added |
| Castleark Management LLC | 226,938 | $16.5M | 0.57% | +105,658+87.1% | Added |
| Banco Santander, S.A. | 226,900 | $16.5M | 0.18% | +52,252+29.9% | Added |
| USS Investment Management Ltd | 226,636 | $16.5M | 0.13% | −67,066−22.8% | Reduced |
| Oddo BHF Asset Management SAS | 225,933 | $16.4M | 0.67% | +219,569+3,450.2% | Added |
| LMR Partners LLP | 225,278 | $16.4M | 0.33% | +106,819+90.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 221,426 | $16.1M | 0.39% | −13,577−5.8% | Reduced |